Louis P Metcalf Trust Ui 14-0827-00-7 in Pittsburgh, Pennsylvania (PA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Pennsylvania
| Louis P Metcalf Trust Ui 14-0827-00-7 | |
| Employer Identification Number (EIN) | 046091556 |
| Name of Organization | Louis P Metcalf Trust Ui 14-0827-00-7 |
| In Care of Name | Mellon Trust Of New England |
| Address | PO BOX 185, Pittsburgh, PA 15230-0185 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $490,651 |
| Amount of Income | $231,161 |
| Form 990 Revenue Amount | $9,743 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $19,370 | $19,232 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,910 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,460 | |||
| Total expenses and disbursements | $27,740 | $4,696 | $0 | $22,954 |
| Compensation of officers, directors, trustees, etc. | $7,393 | |||
| Total operating and administrative expenses | $7,778 | $4,696 | $2,992 | |
| Contributions, gifts, grants paid | $19,962 | |||
| Excess of revenue over expenses and disbursements | $-8,370 | |||
| Net investment income | $14,536 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $451,393 | $498,665 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $437,999 | |
| Other | $13,394 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $451,393 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,460 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $291 |
| Total credits and payments | $96 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $96 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $195 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $492,208 |
| Net value of noncharitable-use assets | $484,820 |
| Minimum investment return | $24,241 |
| Distributable Amount (for 2012) | |
| Distributable amount | $23,950 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $23,950 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Louis C Schreiber Tr Fbo St Anthony School For Retarded Children | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $6,885 | |
| 2 | Louis D Brandeis Law Society | 7901 Ogontz Avenue, Philadelphia, PA 19150 | PA | 2006-01 | $0 |
| 3 | Louis D Brandeis Law Society Foundation | 1515 Market St Ste 706, Philadelphia, PA 19102-1907 | PA | 2008-04 | $84,661 |
| 4 | Louis E Feldman Charitable Trust | Pnc Bank Na 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | $112,066 | |
| 5 | Louis E Silvi Foundation | 1600 University Dr, State College, PA 16801-6451 | PA | 2000-12 | $643,667 |
| 6 | Louis G And Karen A Pavoni Foundation | 960 Catfish Ln, Pottstown, PA 19465-7306 | PA | 1988-10 | $10,389 |
| 7 | Louis J Koreck Foundation For Women And Children | 3142 Gaul St, Philadelphia, PA 19134-4447 | PA | 1999-04 | $33,547 |
| 8 | Louis L Stott Foundation | PO BOX 23, Pocopson, PA 19366-0023 | PA | 1969-04 | $65,101 |
| 9 | Louis N Cassett Foundation | 2001 Market St Fl 10, Philadelphia, PA 19103-7066 | PA | 1948-02 | $3,240,094 |
| 10 | Louis Nayovitz Foundation | 8302 Old York Rd Apt A33, Elkins Park, PA 19027-1532 | PA | 1980-09 | $638,403 |
| 11 | Louis P Metcalf Trust Ui 14-0827-00-7 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | $231,161 | |
| 12 | Louis T & Barbara Ann Alesi Trust, Pigga Joseph F Ttee | 46 Public Sq Ste 400, Wilkes Barre, PA 18701-2609 | PA | 2000-08 | $76,544 |
| 13 | Louis Wolf Foundation | 8 Pen Y Bryn Dr, Scranton, PA 18505-2220 | PA | 1973-09 | $1,130 |
| 14 | Louise A Cramer Foundation | 220 Locust St Apt 29b, Philadelphia, PA 19106-3942 | PA | 1986-04 | $109 |
| 15 | Louise A Havens Foundation For Diabetes Research And Treatment, Havens Louise A Ttee | 100 Four Falls Corprate Center No, West Conshohocken, PA 19428-2950 | PA | 1999-04 | $70,947 |
| 16 | Louise And Perry Dick Foundation | PO BOX 6774, Pittsburgh, PA 15212-0774 | PA | 1989-07 | $19,033 |
| 17 | Louise Colteryahn Charities-028384-4pittsburgh Natio | C/O Pnc Bank 620 Liberty Ave No, Pittsburgh, PA 15222 | PA | 1974-07 | $249,299 |
| 18 | Louise Fleischer Memorial Fund Inc | 257 Barrett Dr, Doylestown, PA 18901-2384 | PA | 2002-01 | $903 |
| 19 | Louise Means Tr Fbo Ymca Of Of Brookville | PO BOX 220, Indiana, PA 15701-0220 | PA | 2011-11 | $36,131 |
| 20 | Louise Sloan Rowland Charitable Trust | Pnc Bank Na -1600 Market St-Tax, Philadelphia, PA 19103 | PA | 1984-09 | $24,756 |
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